Corient Private Wealth’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
27,577
+13,071
| +90% | +$653K | ﹤0.01% | 1273 |
|
|
2025
Q1 | $480K | Buy |
14,506
+6,194
| +75% | +$205K | ﹤0.01% | 1616 |
|
|
2024
Q4 | $319K | Buy |
8,312
+157
| +2% | +$6.03K | ﹤0.01% | 1860 |
|
|
2024
Q3 | $273K | Sell |
8,155
-1,065
| -12% | -$35.6K | ﹤0.01% | 2029 |
|
|
2024
Q2 | $272K | Buy |
9,220
+680
| +8% | +$20.1K | ﹤0.01% | 1961 |
|
|
2024
Q1 | $244K | Sell |
8,540
-1,167
| -12% | -$33.4K | ﹤0.01% | 1995 |
|
|
2023
Q4 | $223K | Buy |
+9,707
| New | +$223K | ﹤0.01% | 2013 |
|